FUNDRAISING NEWS | March 08, 2024
Osaic has attracted a four-member advisory team from LPL Financial, which previously managed $240 million in assets.
Through the transition, Carolina-based Sturkie Wealth Management has been launched. The firm specializes in investment management and strategic wealth planning for retirees, pre-retirees, small business owners, and professionals.
The Sturkie Wealth Management team is led by founder Stephen Sturkie and Wealth Advisor Joe Dunat. Stephen Sturkie, with over 26 years of experience in the investment industry, began his career at First Union Brokerage services in 1996 and has since worked with notable firms like Edward Jones and BB&T Investment Services. He had been associated with LPL for nearly 12 years before joining Osaic. He currently holds his Series, 7, 63 and 66 registrations through Osaic Wealth. 
John Washington is the Data Research Analyst at Dakota.
